American Financial Network Advisory Services’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

American Financial Network Advisory Services’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-158	Closed	-$7K	–	273
2017 Q4	$7K	Hold	158	–	–	﹤0.01%	510
2017 Q3	$7K	Buy	+158	New	+$6.73K	﹤0.01%	529

Other funds holding DLN

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

American Financial Network Advisory Services's DLN Position: Q1 2018 in Review

American Financial Network Advisory Services sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2018, closing a stake of 158 shares — an estimated $7K sold.

American Financial Network Advisory Services first reported a position in DLN in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 193 funds tracked by Wall St. Rank hold DLN as of Q1 2018.

American Financial Network Advisory Services reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
American Financial Network Advisory Services sold 158 WisdomTree US LargeCap Dividend Fund shares in Q1 2018, an estimated $7K.
American Financial Network Advisory Services first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2017 and held it in 2 quarters.
American Financial Network Advisory Services's WisdomTree US LargeCap Dividend Fund position peaked at $7K in Q4 2017.
193 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2018.

Based on American Financial Network Advisory Services's 13F filing for Q1 2018, filed 15 May 2018.